The Analysis of WJ Financial Advisors LLC's Holdings
Currently, WJ Financial Advisors LLC holds 115 types of securities in its portfolio with a total value $112.3M. In the most recent quarter, they have increased their positions in XLU (+28.7K shares, valued at $1.2M), KMB (+11.6K shares, valued at $1.2M), RGLD (+4.5K shares, valued at $1.0M); decreased their positions in MDB (-4.9K shares, valued at $2.1M), AGNC (-15.6K shares, valued at $166.9K), REGN (-176 shares, valued at $135.8K); initiated new positions in RGLD (+4.5K shares, valued at $1.0M), CSCO (+8.6K shares, valued at $660.2K), HON (+2.7K shares, valued at $532.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLD SPDR GOLD TR15.8K shares0.88%2025-12-312026-02-02
AAPL APPLE INC21.1K shares-1.08%2025-12-312026-02-02 SCHX SCHWAB STRATEGIC TR152.2K shares0.84%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR5.9K shares8.77%2025-12-312026-02-02 AMZN AMAZON COM INC17.1K shares0.06%2025-12-312026-02-02 TLT ISHARES TR36.3K shares-0.50%2025-12-312026-02-02 PFF ISHARES TR95.6K shares2.89%2025-12-312026-02-02 ALPHABET INC ALPHABET INC7.8K shares-2.52%2025-12-312026-02-02 SPHD INVESCO EXCH TRADED FD TR II49.5K shares20.71%2025-12-312026-02-02 CLM CORNERSTONE STRATEGIC INVEST263.0K shares74.30%2025-12-312026-02-02 SCHM SCHWAB STRATEGIC TR69.8K shares0.94%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW2.3K shares10.56%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.5.9K shares0.00%2025-12-312026-02-02 XLU SELECT SECTOR SPDR TR43.4K shares195.41%2025-12-312026-02-02 VGT VANGUARD WORLD FD2.4K shares0.00%2025-12-312026-02-02 SCHA SCHWAB STRATEGIC TR60.0K shares1.17%2025-12-312026-02-02 VCLT VANGUARD SCOTTSDALE FDS22.3K shares-1.32%2025-12-312026-02-02 KMB KIMBERLY-CLARK CORP15.5K shares292.29%2025-12-312026-02-02 SO SOUTHERN CO17.7K shares2.37%2025-12-312026-02-02 SCHF SCHWAB STRATEGIC TR62.5K shares6.26%2025-12-312026-02-02 MDB MONGODB INC3.5K shares-58.25%2025-12-312026-02-02 SLV ISHARES SILVER TR21.2K shares-0.50%2025-12-312026-02-02 MDY SPDR S&P MIDCAP 400 ETF TR2.2K shares7.19%2025-12-312026-02-02 RVT ROYCE SMALL CAP TRUST INC78.5K shares45.96%2025-12-312026-02-02 MSFT MICROSOFT CORP2.6K shares2.36%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON6.1K shares-3.48%2025-12-312026-02-02 TYG TORTOISE ENERGY INFRA CORP27.9K shares16.30%2025-12-312026-02-02 LDP COHEN & STEERS LTD DURATION53.4K shares1.23%2025-12-312026-02-02 AES AES CORP77.0K shares-8.40%2025-12-312026-02-02 XLK SELECT SECTOR SPDR TR7.3K shares100.00%2025-12-312026-02-02 RGLD ROYAL GOLD INC4.5K sharesnew addition2025-12-312026-02-02 KMI KINDER MORGAN INC DEL35.6K shares0.08%2025-12-312026-02-02 SCHE SCHWAB STRATEGIC TR29.9K shares0.20%2025-12-312026-02-02 VCIT VANGUARD SCOTTSDALE FDS11.0K shares-3.19%2025-12-312026-02-02 META META PLATFORMS INC1.3K shares12.57%2025-12-312026-02-02 CAT CATERPILLAR INC1.4K shares0.00%2025-12-312026-02-02 CRM SALESFORCE INC3.0K shares0.03%2025-12-312026-02-02 VCSH VANGUARD SCOTTSDALE FDS9.5K shares23.49%2025-12-312026-02-02 STWD STARWOOD PPTY TR INC42.1K shares75.99%2025-12-312026-02-02 KDP KEURIG DR PEPPER INC26.9K shares-9.41%2025-12-312026-02-02 SCHZ SCHWAB STRATEGIC TR32.2K shares-5.78%2025-12-312026-02-02 VO VANGUARD INDEX FDS2.6K shares0.00%2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE2.4K shares0.00%2025-12-312026-02-02 DVY ISHARES TR5.2K shares0.00%2025-12-312026-02-02 AMD ADVANCED MICRO DEVICES INC3.3K shares-5.22%2025-12-312026-02-02 XLP SELECT SECTOR SPDR TR8.9K shares41.50%2025-12-312026-02-02 VB VANGUARD INDEX FDS2.7K shares0.00%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC3.8K shares-2.55%2025-12-312026-02-02 TRV TRAVELERS COMPANIES INC2.3K shares-0.98%2025-12-312026-02-02 REGN REGENERON PHARMACEUTICALS861 shares-16.97%2025-12-312026-02-02 CSCO CISCO SYS INC8.6K sharesnew addition2025-12-312026-02-02 NFLX NETFLIX INC7.0K shares910.07%2025-12-312026-02-02 IJS ISHARES TR5.6K shares0.00%2025-12-312026-02-02 PEP PEPSICO INC4.4K shares-9.62%2025-12-312026-02-02 WMB WILLIAMS COS INC10.4K shares-0.34%2025-12-312026-02-02 AER AERCAP HOLDINGS NV4.3K shares-0.23%2025-12-312026-02-02 NVO NOVO-NORDISK A S12.1K shares134.18%2025-12-312026-02-02 BAC BANK AMERICA CORP11.2K shares16.99%2025-12-312026-02-02 SNPS SYNOPSYS INC1.3K shares-1.38%2025-12-312026-02-02 AGNC AGNC INVT CORP55.0K shares-22.05%2025-12-312026-02-02 XLV SELECT SECTOR SPDR TR3.6K shares-3.61%2025-12-312026-02-02 ABBV ABBVIE INC2.4K shares0.00%2025-12-312026-02-02 EPD ENTERPRISE PRODS PARTNERS L16.9K shares0.00%2025-12-312026-02-02 HON HONEYWELL INTL INC2.7K sharesnew addition2025-12-312026-02-02 GEV GE VERNOVA INC785 shares0.00%2025-12-312026-02-02 EWW ISHARES INC7.1K shares-3.29%2025-12-312026-02-02 KVUE KENVUE INC28.6K shares33.14%2025-12-312026-02-02 IVV ISHARES TR659 shares-0.75%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS1.5K shares8.77%2025-12-312026-02-02 TRGP TARGA RES CORP2.4K shares0.00%2025-12-312026-02-02 VTI VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-02-02 IWV ISHARES TR1.1K shares-0.62%2025-12-312026-02-02 XOM EXXON MOBIL CORP3.4K shares-0.15%2025-12-312026-02-02 CAVA CAVA GROUP INC7.0K shares-2.86%2025-12-312026-02-02 RTX RTX CORPORATION2.2K shares0.00%2025-12-312026-02-02 EWA ISHARES INC14.8K shares7.18%2025-12-312026-02-02 CEF SPROTT ASSET MANAGEMENT LP7.8K shares0.00%2025-12-312026-02-02 VNM VANECK ETF TRUST18.4K shares-10.00%2025-12-312026-02-02 VTIP VANGUARD MALVERN FDS7.0K shares-1.41%2025-12-312026-02-02 ONON ON HLDG AG7.4K shares0.00%2025-12-312026-02-02 ABT ABBOTT LABS2.7K shares0.00%2025-12-312026-02-02 SCHP SCHWAB STRATEGIC TR12.5K shares-0.60%2025-12-312026-02-02 VGSH VANGUARD SCOTTSDALE FDS5.5K shares-6.98%2025-12-312026-02-02 SDY SPDR SERIES TRUST2.1K sharesnew addition2025-12-312026-02-02 ORI OLD REP INTL CORP6.3K shares0.00%2025-12-312026-02-02 DXJ WISDOMTREE TR2.0K shares-1.33%2025-12-312026-02-02 VIG VANGUARD SPECIALIZED FUNDS1.3K shares25.53%2025-12-312026-02-02 VGLT VANGUARD SCOTTSDALE FDS5.0K shares-8.37%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS4.4K shares0.25%2025-12-312026-02-02 EOG EOG RES INC2.6K shares0.00%2025-12-312026-02-02 VNQ VANGUARD INDEX FDS3.1K sharesnew addition2025-12-312026-02-02 SLRC SLR INVESTMENT CORP17.4K sharesnew addition2025-12-312026-02-02 CVX CHEVRON CORP NEW1.8K shares0.00%2025-12-312026-02-02 D DOMINION ENERGY INC4.6K shares-5.39%2025-12-312026-02-02 UNH UNITEDHEALTH GROUP INC808 shares0.00%2025-12-312026-02-02 PFE PFIZER INC10.7K shares-8.57%2025-12-312026-02-02 NEE NEXTERA ENERGY INC3.3K shares-5.73%2025-12-312026-02-02 GDX VANECK ETF TRUST3.1K sharesnew addition2025-12-312026-02-02 V VISA INC724 shares0.00%2025-12-312026-02-02 TIP ISHARES TR2.2K shares1.75%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO1.6K shares-12.69%2025-12-312026-02-02 ARCO ARCOS DORADOS HOLDINGS INC31.6K sharesnew addition2025-12-312026-02-02 KHC KRAFT HEINZ CO9.3K shares-15.56%2025-12-312026-02-02 EWU ISHARES TR5.1K shares0.00%2025-12-312026-02-02 XLE SELECT SECTOR SPDR TR5.0K shares97.02%2025-12-312026-02-02 VTV VANGUARD INDEX FDS1.2K shares0.70%2025-12-312026-02-02 PFN PIMCO INCOME STRATEGY FD II28.9K shares-6.48%2025-12-312026-02-02 MEDTRONIC PLC MEDTRONIC PLC2.2K shares-19.74%2025-12-312026-02-02 IWM ISHARES TR839 sharesnew addition2025-12-312026-02-02 ASPN ASPEN AEROGELS INC64.8K sharesnew addition2025-12-312026-02-02 FERMI INC FERMI INC20.9K sharesnew addition2025-12-312026-02-02 GLO CLOUGH GLOBAL OPPORTUNITIES21.7K shares-8.05%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available